William Allan Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.64M | Sell |
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|
2025
Q2 | $5.48M | Buy |
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|
2025
Q1 | $4.24M | Buy |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $3.66M | Buy |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $2.74M | Sell |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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